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油价暴跌令二叠纪盆地钻探权价格下跌近70%

来源:美元 编辑:川水往事 浏览:47 发布:2020-11-18 08:02:21

中国石化新闻网讯 据钻机地带11月12日报道,随着油价暴跌,美国最大页岩盆地二叠纪每英亩土地的钻探价格大幅下跌,为更多的并购创造了条件。

根据总部位于奥斯陆的研究公司雷斯塔能源的数据显示,西德克萨斯和新墨西哥州二叠纪盆地的钻探权最近达成的平均价格为每英亩2.4万美元,较2018年下降67%。 在美国整个页岩中,每英亩均价已下跌至5,000美元左右,而两年前为1.7万美元。

土地价格暴跌是美国油气勘探企业面临危机的一个信号,在经历了10多年的债务驱动的生产增长后,这些企业正在努力应对由疫情导致的原油需求下滑。在一波收购浪潮中,财务稳定的大型生产商正在吞并规模较小的同行,其中最大的一笔是康菲石油公司(ConocoPhillips)提议以97亿美元收购康乔资源公司(Concho Resources Inc.)。

雷斯塔能源高级分析师Alisa Lukash上周四在一份报告中写道,低股价和对投资者支持的需要促使许多运营商寻找新的合并方案。

雷斯塔表示,由于行业整合、标准化程度的提高以及服务成本的下降,明年全行业的钻井和完井成本可能会下降5%。该公司称,更多的资金将被分配到产量最高的二叠纪区块。

在上个月宣布的拟议中的康菲石油公司收购中,以二叠纪为重点的康乔的钻探权价格约为每英亩10,471美元。 相比之下,康乔在2018年购买RSP Permian Inc.的价格为每英亩75,504美元。

郝芬 译自 钻机地带

原文如下:

Permian Drilling Rights Price Falls Nearly 70%

The price to drill an acre of land in the biggest U.S. shale basin has tumbled amid the oil rout, creating conditions ripe for more mergers and acquisitions.

Drilling rights in the Permian Basin of West Texas and New Mexico averaged about $24,000 an acre in recent deals, down 67% from 2018, according to Rystad Energy, an Oslo-based research firm. Across U.S. shale, the average price has plummeted to about $5,000 an acre, compared with $17,000 two years ago.

The plunge in acreage prices is a sign of the crisis facing U.S. oil and gas explorers, who are grappling with a pandemic-driven slide in crude demand after more than a decade of debt-fueled production growth. Large, financially stable producers are gobbling up smaller peers amid a wave of takeovers, the biggest of which was ConocoPhillips’s proposed purchase of Concho Resources Inc. for $9.7 billion.

“Low equity prices and the need for investor support is motivating many operators to look for new options to merge,” Rystad senior analyst Alisa Lukash wrote in a report Thursday.

Industry-wide costs for drilling and completing wells will probably drop as much as 5% next year because of consolidation, increased standardization and a drop in service costs, Rystad said. Even more capital will be allocated to the most prolific Permian acreage, the firm said.

Permian-focused Concho’s drilling rights were valued at about $10,471 per acre in the proposed ConocoPhillips takeover announced last month, according to Bloomberg Intelligence. That compares with $75,504 an acre for Concho’s purchase of RSP Permian Inc. in 2018.

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